True Link Financial Advisors, LLC Sells in Q3 2024

True Link Financial Advisors, LLC

  • $1.18 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-775K
- 27.6%
$76.38 - $78.87 $59.2M - $61.1M
2.03M $160M
SHV
Ishares Tr

ETFs
-47.8K
- 8.45%
$110.05 - $110.63 $5.26M - $5.29M
518K $57.4M
IBTE
Ishares Tr Ibonds Dec 2024 Ter

ETFs
-37.8K
- 50.16%
$23.88 - $24.01 $904K - $909K
37.6K $902K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-1K
- 42.21%
$283.28 - $314.39 $284K - $315K
1.37K $431K
NVDA
Nvidia Corp

Technology
-398
- 15.61%
$98.91 - $134.91 $39.4K - $53.7K
2.15K $261K
CVX
Chevron Corp

Energy
-173
- 7.33%
$137.88 - $161.97 $23.9K - $28K
2.19K $322K
VIG
Vanguard Dividend Appreciation

ETFs
-79
- 6.91%
$182.15 - $182.15 $14.4K - $14.4K
1.07K $193K
SPTS
Spdr Portfolio Short Term Trea

ETFs
-1K
- 3.38%
$28.75 - $29.46 $28.8K - $29.5K
28.6K $841K
HPE
Hewlett Packard Enterprise CO

Technology
-100
- 0.76%
$16.1 - $21.44 $1.61K - $2.14K
13K $265K
SCHO
Schwab Short Term Us Treasury

ETFs
-499
- 2.63%
$47.93 - $49.06 $23.9K - $24.5K
18.4K $903K
FE
Firstenergy Corp

Utilities
-900
- 14.13%
$38.25 - $44.54 $34.4K - $40.1K
5.47K $242K
EXC
Exelon Corp

Utilities
-750
- 12.86%
$34.24 - $40.55 $25.7K - $30.4K
5.08K $206K
XOM
Exxon Mobil Corp

Energy
-162
- 1.41%
$109.72 - $119.0 $17.8K - $19.3K
11.3K $1.33M
HPQ
Hp Inc

Technology
-118
- 0.9%
$32.02 - $38.11 $3.78K - $4.5K
13K $468K
AAPL
Apple Inc.

Technology
-191
- 6.76%
$207.23 - $234.82 $39.6K - $44.9K
2.63K $613K
A
Agilent Technologies, Inc.

Healthcare
-9
- 0.37%
$125.42 - $148.48 $1.13K - $1.34K
2.45K $363K
FLEX
Flex Ltd.

Technology
-157
- 1.22%
$28.1 - $34.0 $4.41K - $5.34K
12.8K $426K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-977
- 4.0%
$75.32 - $84.37 $73.6K - $82.4K
23.5K $1.96M
GE
General Electric CO

Industrials
-3
- 0.14%
$156.66 - $189.66 $470 - $569
2.2K $415K
DFAI
Dimensional ETF Tr

ETFs
-1.5K
- 1.23%
$28.69 - $32.06 $43K - $48K
121K $3.83M
LMT
Lockheed Martin Corp

Industrials
-30
- 0.53%
$460.3 - $584.56 $13.8K - $17.5K
5.66K $3.31M
Activity Summary
Buys All Purchases 31 New Holdings 8 Increased Positions 23 Sells All Sells 22 Reductions 22 Sold out 0 Options Calls 0 Puts 0
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